Attendance

Hybrid

Job number

35930

Category

Senior Professional

Status: Permanent

Type of Contract

Permanent

Country

Canada

Schedule: Full-Time

Full Time / Part Time?

Full-Time

Posting date

02-Oct-2026

Area(s) of interest: Finance and accounting

Location(s): Montreal, Toronto A career as a Senior Advisor in Accounting and taxation at National Bank means participating in the transformation and having a direct impact on clients. You work in a complex sector of activity to help identify business issues and meet the needs of various stakeholders in order to support major initiatives.

National Bank’s Investment Fund Administration team is responsible for calculating investment fund unit prices, producing financial statements, and preparing tax returns.

Your knowledge of the sector, various products, coaching experience and interest in taxation/accounting/securities will help you stand out.

Your job

- Analyze the tax situation of investment funds and make recommendations
- Coach, guide the team and participate in the calculation of distributions and the production of tax returns for investment funds
- Manage a strategic relationship with internal and external partners with the aim of establishing a collaborative relationship, influencing decisions and encouraging an increase in the volume of activities
- Develop, implement and evolve effective controls and working tools allowing the achievement of high quality standards, thus ensuring the integrity of financial data in the calculation of investment funds
- Monitor the industry and ensure the application of tax and securities rules in the team's various deliverables
- Participate in and coordinate projects and ensure their monitoring
- Collaborate and contribute to the improvement of activities and processes

Your team The Taxation team of the Investment Operations sector consists of 12 professionals. Supported by tax experts,



our team analyzes and interprets data to make the best decisions for our clients and partners while meeting the challenges of tax and securities law.

Prerequisite

- Master in taxation, completed or in progress, and at least 5 years of relevant experience
- Accounting title (CPA)
- Knowledge of investment funds and trusts, mandatory
- Increased knowledge of investment fund distributions
- Experience in filing tax returns for trusts and corporations
- Knowledge of tax, accounting and securities standards applying to investment funds
- Experience in individual and team coaching, as well as competency development
- Advanced knowledge of Excel (complex formulas and pivot tables)
- Ability to handle pressure and valuable management of priorities

Languages: English, French

Reason to require this language: you will need to serve clients who speak a language other than French regularly.

Skills

Analytical Skills Coaching Microsoft Excel Project Delivery Securities Tax Accounting Teamwork Accounting Initiative Learning Agility Resiliency Tax Returns Prioritization Investment Trust Your benefits In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:

- Health and wellness program, including many options

- Versatile group insurance

- Generous pension plan

- Employee Share Ownership Plan
- Employee and family assistance program

- Preferential banking services





- Involvement in community initiatives

- Telemedicine service

- Virtual sleep clinic

We have an offer that keeps up with trends as well as your needs and those of your family. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment

We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Join us!

Why work at National Bank?

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?

Discover our culture

Duration: 1 min 25 sec

📌 Senior Advisor Taxation (Montreal)
🏢 National Bank of Canada
📍 Montreal